I make a point to train people on this at work, and I also make a point to periodically delete all relevant files that are not dated or not dated correctly
oh no you lost some important files? should’ve followed the standards
we only have so much space and your 1.2 GB undated file that isn’t even in the folder it should be in is getting deleted
one place i was at had ridiculous formatting standards. but like i loved that i could tell everything in a document by reading its title. just, when your pdf scan of your supporting documents for your tax return is 135 pages long, well the title took ten minutes to read
it was like 2010 tax return supporting documents + w2 - john doe - abc corp + w2 - john doe - def corp + 1099INT - john doe - BankBank +…pdf
and one of my jobs was to double check that the title accurately represented all 135 documents in that godsforsaken supporting documents scan. That was a rough year.
Other firm i worked at that year, because i was stupid and moonlit at TWO tax firms one tax season, just called the file SUPPORTING DOCS.pdf . Typed everything in all caps because we thought the IRS was blind. Also allowed us to stream music online and not have to play it on headphones with our doors shut in our offices. They were better.
I make a point to train people on this at work, and I also make a point to periodically delete all relevant files that are not dated or not dated correctly
oh no you lost some important files? should’ve followed the standards
we only have so much space and your 1.2 GB undated file that isn’t even in the folder it should be in is getting deleted
one place i was at had ridiculous formatting standards. but like i loved that i could tell everything in a document by reading its title. just, when your pdf scan of your supporting documents for your tax return is 135 pages long, well the title took ten minutes to read
it was like 2010 tax return supporting documents + w2 - john doe - abc corp + w2 - john doe - def corp + 1099INT - john doe - BankBank +…pdf
and one of my jobs was to double check that the title accurately represented all 135 documents in that godsforsaken supporting documents scan. That was a rough year.
Other firm i worked at that year, because i was stupid and moonlit at TWO tax firms one tax season, just called the file SUPPORTING DOCS.pdf . Typed everything in all caps because we thought the IRS was blind. Also allowed us to stream music online and not have to play it on headphones with our doors shut in our offices. They were better.